BDO Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $19.5K | Hold |
822
| – | – | ﹤0.01% | 574 |
|
|
2023
Q1 | $18.6K | Sell |
822
-102
| -11% | -$2.3K | ﹤0.01% | 594 |
|
|
2022
Q4 | $20.2K | Sell |
924
-147
| -14% | -$3.22K | ﹤0.01% | 574 |
|
|
2022
Q3 | $22K | Hold |
1,071
| – | – | ﹤0.01% | 553 |
|
|
2022
Q2 | $22K | Buy |
1,071
+3
| +0.3% | +$62 | ﹤0.01% | 547 |
|
|
2022
Q1 | $27K | Buy |
1,068
+3
| +0.3% | +$76 | ﹤0.01% | 545 |
|
|
2021
Q4 | $29K | Buy |
1,065
+3
| +0.3% | +$82 | ﹤0.01% | 553 |
|
|
2021
Q3 | $27K | Buy |
1,062
+564
| +113% | +$14.3K | ﹤0.01% | 552 |
|
|
2021
Q2 | $13K | Hold |
498
| – | – | ﹤0.01% | 713 |
|
|
2021
Q1 | $12K | Sell |
498
-630
| -56% | -$15.2K | ﹤0.01% | 709 |
|
|
2020
Q4 | $26K | Hold |
1,128
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $21K | Hold |
1,128
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $20K | Hold |
1,128
| – | – | ﹤0.01% | 430 |
|
|
2020
Q1 | $16K | Hold |
1,128
| – | – | ﹤0.01% | 483 |
|
|
2019
Q4 | $23K | Hold |
1,128
| – | – | 0.01% | 376 |
|
|
2019
Q3 | $21K | Hold |
1,128
| – | – | 0.01% | 395 |
|
|
2019
Q2 | $21K | Hold |
1,128
| – | – | 0.01% | 386 |
|
|
2019
Q1 | $21K | Sell |
1,128
-3,150
| -74% | -$58.6K | 0.01% | 371 |
|
|
2018
Q4 | $68K | Sell |
4,278
-672
| -14% | -$10.7K | 0.02% | 233 |
|
|
2018
Q3 | $95K | Hold |
4,950
| – | – | 0.03% | 219 |
|
|
2018
Q2 | $91K | Buy |
+4,950
| New | +$91K | 0.03% | 224 |
|